+5,459.2%
AGI vs SUI
+1,082.8%
+4,376.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.6% | -2.8% | +3.4% | +1.2% |
| 30D | +18.2% | -1.2% | +19.4% | +18.5% |
| 3M | -4.1% | -1.7% | -2.4% | -4.0% |
| 6M | -28.7% | -10.5% | -18.2% | -27.3% |
| YTD | -4.0% | -1.8% | -2.1% | -3.8% |
| 1Y | +17.4% | -4.1% | +21.5% | +18.0% |
| 3Y | +203.0% | +11.3% | +191.8% | +192.9% |
| 5Y | +376.7% | -32.1% | +408.8% | +401.9% |
| 10Y | +407.5% | +110.4% | +297.0% | +318.9% |
| All | +5,459.2% | +1,082.8% | +4,376.3% | +3,101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling